Long-term investor
Magnolia Private Wealth, LLC @magnoliaprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055130).
Record
- Tracked since 2025-06-30 (434 days), 174 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +4.0% · 1 year +0.7% · all +0.7%
- Max drawdown -7.6% · Sharpe -0.34 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVUS · 7.3% · long · since 2025-06-30
- AVDE · 6.3% · long · since 2025-06-30
- SGOV · 6.1% · long · since 2025-06-30
- AVEM · 4.3% · long · since 2025-06-30
- GDE · 3.2% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- TYA · 2.5% · long · since 2025-06-30
- TSLA · 2.2% · long · since 2025-06-30
- FNDX · 2.2% · long · since 2025-06-30
- JAAA · 1.9% · long · since 2025-06-30
- GOOG · 1.9% · long · since 2025-06-30
- SPYM · 1.9% · long · since 2025-06-30